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First Citizens BancShares shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of First Citizens BancShares (FCNCA) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in First Citizens BancShares

Tip: Access up to 7 years of quarterly data

All positions including First Citizens BancShares held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Citizens BancShares by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 1.7k 2146.75
2025-09-30 $3.0M 1.7k 1788.74

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Markel Corporation (MKL)
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Pitney Bowes (PBI)
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View all positions for Evergreen Wealth Management

Top funds holding First Citizens BancShares

BlackRock
Harris Associates L.P
Vanguard Group
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
FMR
Coatue Management
Dimensional Fund Advisors
Ubs Global Asset Management Americas
Capital Research Global Investors
D. E. Shaw & Co
Hotchkis and Wiley Capital Management
Brown Advisory Holdings Incorporated
First Citizens Bank & Trust

View all funds holding First Citizens BancShares